Total Vision of All Sales Activity & Marketing Performance
- Tracking opportunities
- Documenting customer interactions
- Vision of sales process
- Vision of sales representative activities
- Project setup and management
- Approval processes
- Customer notification
- Commissions reports
- Marketing Campaigns
- Microsoft Outlook integration
- VOIP Phone System integration
Key Performance Metrics and Alerts
- Close ratios by sales representative
- Number of activities per week
- How many days since the last customer/prospect contact
- Alert/Approval for low margin quotes/sales
- Setting thresholds for performance